Ron Malis

Ron Malis Email and Phone Number

Specialized financial advice made for people with disabilities and their families. @ Monarch Wealth Corporation
Ron Malis's Location
Toronto, Ontario, Canada, Canada
Ron Malis's Contact Details

Ron Malis work email

Ron Malis personal email

About Ron Malis

Financial expert, serving people with disabilities and parents of children with disabilities.90% of Ron’s clients either have a disability or are parents of children with disabilities.Successfully helping clients access, maximize and supplement government benefits, including the Registered Disability Savings Plan, Ontario Disability Support Program and the Disability Tax Credit.He has been invited to speak at a wide variety of organizations, including Community Living Toronto, Geneva Centre for Autism, Plan Toronto and the Ontario Prader-Willi Syndrome Association. Ron has been a panellist on Canada in Perspective, a television news show on Accessibility Media Inc. and interviewed by Advisors Edge Magazine.

Ron Malis's Current Company Details
Monarch Wealth Corporation

Monarch Wealth Corporation

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Specialized financial advice made for people with disabilities and their families.
Ron Malis Work Experience Details
  • Reegan Financial
    Financial Advisor
    Reegan Financial Jul 2017 - Present
    Financial advice for people with disabilities and their supporting family members. Sale and management of mutual funds for RRSPs, RDSPs, TFSAs and other registered and non-registered mutual fund investments.Mutual Funds are offered through Monarch Wealth Corporation., sponsoring mutual fund dealer. Segregated funds and all other insurance related products and services are offered through Hub Financial. Advice and services relating to disabilities provided through Reegan Financial.
  • Monarch Wealth Corporation
    Financial Advisor
    Monarch Wealth Corporation Jul 2017 - Present
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  • Independent Financial Concepts Group Ltd.
    Insurance Advisor
    Independent Financial Concepts Group Ltd. Jan 2008 - Present
    Toronto, Canada Area
    One of the few advisors with a strong understanding of the Registered Disability Support Plan, the Ontario Disability Support Program and the Disability Tax Credit.Manages Registered Disability Savings Plans for many clients and broad array of other investment types.Provides comprehensive guidance, covering life insurance, living benefits, investments, long-term savings, tax strategies and estate planning including the use of Henson Trusts.Licensed to sell insurance and investments in Ontario.
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Ron Malis Skills

Mutual Funds Investments Management Strategy Strategic Financial Planning Nonprofits Disability Insurance Management Consulting Life Insurance Strategic Planning Leadership Project Management Public Speaking Risk Management Financial Services Retirement Planning Wealth Management Finance Insurance Policy Tax Coaching Workshops Tax Credits Segregated Funds Financial Planning Consulting Rdsp Odsp Disability Tax Credit Not For Profit Management Henson Trust Nonprofit Organizations

Ron Malis Education Details

Frequently Asked Questions about Ron Malis

What company does Ron Malis work for?

Ron Malis works for Monarch Wealth Corporation

What is Ron Malis's role at the current company?

Ron Malis's current role is Specialized financial advice made for people with disabilities and their families..

What is Ron Malis's email address?

Ron Malis's email address is ma****@****ail.com

What is Ron Malis's direct phone number?

Ron Malis's direct phone number is +141656*****

What schools did Ron Malis attend?

Ron Malis attended York University - Schulich School Of Business, Advocis - The Financial Advors Association Of Canada, University Of Ottawa / Université D'ottawa, Trent University.

What are some of Ron Malis's interests?

Ron Malis has interest in Social Services, Children.

What skills is Ron Malis known for?

Ron Malis has skills like Mutual Funds, Investments, Management, Strategy, Strategic Financial Planning, Nonprofits, Disability Insurance, Management Consulting, Life Insurance, Strategic Planning, Leadership, Project Management.

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